<aside> 🏢 Retainers, projects, deliverables and team capacity in one place — so nothing is over-promised or under-delivered.

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Start here — 4 steps

1. Rename this page to your business name
2. Fill in Services & Pricing — it feeds every quote you send
3. Add your current clients and open projects
4. Put the weekly routine at the bottom in your calendar

What is inside

Five hubs, 19 connected databases. Everything a agency business needs to run, without the monthly subscription.

• Client & Project Hub — pipeline, clients, projects, tasks, meetings, workflow
• Money Hub — quotes, invoices, expenses, time log, services & pricing
• Marketing Hub — testimonials, referrals, content, lead sources
• Business Hub — goals, SOPs, suppliers, resource library
• Retainer Hours — the agency-specific piece generic planners leave out

How this works

Everything in a agency business runs through the same loop: an enquiry arrives, it becomes a project, the project gets delivered, and the invoice gets paid. This tracks all four stages in one place so nothing quietly stalls between them.

The retainer hours tracker is where agency profit leaks. Absorbed overage is invisible until the client is somehow unprofitable at a healthy-looking fee.

👥 Client & Project Hub